Improvement Exchange Management
Construction draw oversight and documentation for build-to-suit 1031 exchanges.
Overview
Improvement exchange management coordinates build to suit and construction projects within exchange timelines for Phoenix, AZ investors. This service manages the complex coordination between construction schedules, exchange deadlines, and qualified intermediary requirements.
We coordinate with contractors, lenders, qualified intermediaries, and title companies to ensure construction completes within the one hundred eighty day exchange window. The process includes construction timeline planning, funding coordination, and compliance documentation for Phoenix investors pursuing improvement exchanges.
Highlights
- Scope reconciliation between construction agreements and exchange documents.
- Draw request procedures with lien waiver tracking and backup invoices.
- Field progress monitoring through local project managers.
What's Included
- Construction timeline planning and coordination
- Funding coordination with qualified intermediary
- Contractor and vendor coordination
- Lender coordination for construction financing
- Compliance documentation and progress reporting
- Substantial completion verification
- Title transfer coordination upon completion
- Form 8824 preparation support
Educational content only. Not tax, legal, or investment advice. A 1031 exchange defers federal and Arizona income tax on qualifying real property. It does not remove state or county transfer taxes.
Frequently Asked Questions
How do improvement exchanges work in Phoenix, AZ?
Improvement exchanges in Phoenix, AZ allow investors to acquire replacement property and make improvements using exchange proceeds. The qualified intermediary holds funds and releases them for construction costs, with completion required within one hundred eighty days.
What are the timeline requirements for improvement exchanges in Phoenix, AZ?
Phoenix, AZ improvement exchanges must complete construction and transfer title within one hundred eighty days of the relinquished property sale. We coordinate construction schedules to meet this deadline.
What identification rules apply to improvement exchanges in Phoenix, AZ?
Phoenix, AZ improvement exchanges require identification of the replacement property within forty five days. The property must be substantially the same at completion as identified, with improvements completed within the one hundred eighty day window.
What is boot and how is it calculated in Phoenix, AZ improvement exchanges?
Boot in Phoenix, AZ improvement exchanges includes any exchange proceeds not spent on replacement property or improvements. Boot is subject to immediate taxation. We help structure transactions to minimize boot.
Do you coordinate with contractors for Phoenix, AZ improvement exchanges?
Yes. We coordinate with contractors, lenders, and qualified intermediaries to ensure Phoenix, AZ improvement exchanges complete on time. Construction timeline planning and funding coordination are essential components.
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